Craig and Art developed their dividend value approach over nearly 20 years of investing together.  Alpha Omega’s investment team actively researches and analyzes equities using a number of different criteria.  The firm’s All-CapDividend Value Portfolio is designed to minimize volatility and outperform in down markets.

Using a bottom-up approach, Alpha Omega believes the best results can be achieved through objective, fundamental analysis.  The portfolio typically holds approximately 30-40 equally weighted positions with a minimum market capitalization of $4oo million.  Annual turnover ranges from 20%-30%. Alpha Omega strives to be fully invested.